HubSpot workflows cannot copy line items from one deal to another. This means every automatically-created renewal deal, upsell deal, or cloned deal is missing its products, pricing, and quantities. Someone has to manually re-add them — or you need one of the four solutions below.

This is the #2 most-requested feature in HubSpot’s Ideas forum, and as of 2026, there’s still no native fix.

This article is part of our Complete Guide to Cloning Deals in HubSpot.

Why HubSpot Workflows Can’t Copy Line Items

Line items in HubSpot are separate objects — they’re associated with deals but not properties of deals. When a workflow creates a new deal via the “Create Record” action, it copies deal properties (amount, stage, name). Line items are a different object entirely, and the workflow engine has no action to duplicate them.

This is a fundamental platform architecture choice, not a bug. But the impact is real:

Renewal deals are incomplete. A CSM opens a renewal deal and sees the right amount but no products. They have to find the original deal, check the line items, and manually re-add each one.
Pricing errors compound. According to Plauti’s 2025 research, 44% of businesses lose more than 10% of annual revenue from bad CRM data. Manual line item re-entry is one of the biggest error sources.
Quotes can’t be generated. HubSpot quotes pull from line items. A deal without line items = no quote = the renewal proposal has to be built manually.

For context on how this fits into renewal automation, see our renewal deal workflow automation guide.

Solution 1: Marketplace Apps (Fastest to Implement)

The simplest fix. Install an app that handles line item cloning natively.

CloneNer ($19–$149/mo)

CloneNer copies all line items — products, quantities, unit prices, discounts, and custom line item properties. It works both manually (CRM card button) and via workflow actions (Professional plan, $49/mo).

Setup: Install → configure which properties and line items to include → add the CloneNer action to your renewal workflow.

Limitation: No selective line item filtering (it copies all or nothing). If a deal has 10 line items and you only want 3 on the renewal, you’ll need to manually remove the extras.

Deal Duplicator ($19–$59/mo)

Similar to CloneNer for line items. Deal Duplicator copies products and associations in a single operation. The Pro tier ($35/mo) adds automation rules with if/then logic.

Limitation: Free tier is manual-only, single user. No template feature for predefined line item sets.

Clone a Deal ($9.99/mo)

A workflow-native action with a checkbox to include line items. Best value — flat $9.99/month with no per-deal limits.

Limitation: Workflow-only — no manual CRM card cloning. If your team also needs ad-hoc cloning outside workflows, you’ll need a second tool.

For the full comparison, see Best HubSpot Deal Cloning Apps Compared.

Solution 2: Zapier + HubSpot Line Items API

Zapier can read line items from a source deal and create them on a new deal — but it requires a multi-step Zap with API calls.

How it works:

Trigger: HubSpot deal moves to “Closed Won”
Action 1: Look up the deal’s associated line items using a Webhooks by Zapier step that calls GET /crm/v3/objects/deals/{dealId}/associations/line_items
Action 2: For each line item, call GET /crm/v3/objects/line_items/{lineItemId} to get properties
Action 3: Create the new deal in HubSpot
Action 4: For each line item, call POST /crm/v3/objects/line_items with the new deal ID

Pros: No HubSpot marketplace app required. Works with any Zapier plan that supports multi-step Zaps.

Cons: Fragile — if the Zap breaks, line items silently fail. Zapier cannot access quote associations, so you can’t pull line items from quotes. Each line item requires a separate API call, which burns Zapier tasks.

Best for: Teams already using Zapier who don’t want another app subscription.

Solution 3: Custom Code Action in HubSpot Workflows

HubSpot Professional and Enterprise plans support custom code actions in workflows — JavaScript or Python snippets that run within the workflow.

How it works:

Add a custom code action after the “Create Record” action in your renewal workflow. The code:

Reads the source deal’s line items via the HubSpot API
Creates each line item on the newly created deal
Associates the line items with the new deal

Example (JavaScript pseudocode):

// Inside a HubSpot workflow custom code action
const hubspot = require('@hubspot/api-client');
const client = new hubspot.Client({ accessToken: process.env.PRIVATE_APP_TOKEN });

// Get source deal's line items
const associations = await client.crm.deals.associationsApi
  .getAll(event.inputFields.sourceDealId, 'line_items');

for (const assoc of associations.results) {
  const lineItem = await client.crm.lineItems.basicApi.getById(assoc.id);

  // Create line item on new deal
  await client.crm.lineItems.basicApi.create({
    properties: {
      name: lineItem.properties.name,
      quantity: lineItem.properties.quantity,
      price: lineItem.properties.price,
      hs_product_id: lineItem.properties.hs_product_id,
    },
    associations: [{
      to: { id: event.inputFields.newDealId },
      types: [{ associationCategory: 'HUBSPOT_DEFINED', associationTypeId: 20 }]
    }]
  });
}

Pros: No third-party app. Full control over which line items to copy and how to transform them (adjust pricing, change quantities, filter by product type).

Cons: Requires developer skills. Custom code actions have a 20-second timeout — might fail for deals with many line items. Debugging is harder than app-based solutions.

Best for: Teams with developer resources who need custom logic (price adjustments, selective filtering, conditional line items).

Solution 4: External API Integration

For the most control, build a standalone integration using HubSpot’s Deals API and Line Items API.

When this makes sense:

You have variable-term contracts where line item pricing changes at renewal
You need to apply price escalation rules (e.g., +5% annually)
You’re integrating with external billing systems like Chargebee or Stripe
You need to handle complex product bundles or tiered pricing
Volume exceeds what workflow custom code actions can handle (20-second timeout)

Architecture: A webhook listener (Node.js, Python, or serverless function) that fires when a deal closes, reads the source deal’s line items, applies business logic, and creates line items on the new deal.

Best for: Enterprise teams with engineering resources and complex pricing models.

Which Solution Fits Your Team?

Factor	App (CloneNer/DD)	Zapier	Custom Code	API Integration
Setup time	30 min	2-4 hours	4-8 hours	2-4 weeks
Technical skill	None	Low	Medium	High
Monthly cost	$10-$149	$20-$70 (Zapier plan)	$0 (included)	$0 (but dev time)
Line item filtering	All or nothing	Possible	Full control	Full control
Price adjustments	No	Possible	Yes	Yes
Reliability	High	Medium	Medium	High
Maintenance	Vendor maintains	You maintain Zaps	You maintain code	You maintain code

Our recommendation: Start with a marketplace app. If your needs outgrow it — custom pricing logic, selective filtering, external system integration — graduate to custom code or API.

Testing Your Line Item Cloning

Before going live with any solution:

Create a test deal with 3-5 line items covering different scenarios: standard product, discounted item, recurring line item, zero-quantity placeholder
Trigger the clone (via workflow, app, or API)
Verify on the new deal: correct product names, quantities, unit prices, discounts, and total amount
Check edge cases: What happens with a $0 line item? A line item with a deleted product? A line item with custom properties?
Verify associations: Are the line items properly associated with the new deal (not the old one)?

If line items aren’t copying correctly, check our infinite loop troubleshooting guide — the same re-enrollment rules that break renewal automation can also affect line item copying workflows.

Line item cloning is one of the trickiest HubSpot automation challenges. SWOTBee has solved it for dozens of mid-market companies with contracts from 1 to 100+ line items per deal. We handle the tool selection, configuration, testing, and edge cases.

Book a free 30-minute discovery call →

How to Clone HubSpot Deals with Line Items: The Complete Fix